Scout Investments

Total Strategy Assets
as of 3/31/2018

$246.12M

Benchmark

MSCI EAFE Index

Inception Date

12.31.03

Investment Objective

The goal of the International Equity ADR Strategy is to consistently deliver relative outperformance over a full market cycle (three to five years) with less than commensurate risk.

Philosophy

We believe superior, risk-adjusted relative performance can be achieved through long-term ownership of a diversified portfolio of typically 65 to 85 securities that represent industry-leading companies with sustainable competitive advantages.

Investment Process

Top-down analysis:

  • Macro perspective: The team conducts a global analysis of prevailing economic, market and political conditions to identify countries with favorable long-term growth themes.

Bottom-up approach:

  • Fundamental analysis: The team identifies industry leading companies with dominant market share, sustainable competitive advantages, product or cost structure advantages, low debt, sound liquidity, a strong capital position, sustainable sales and revenue growth.
  • Country selection criteria: We invest in countries with a bias toward regions with characteristics that include political stability and general economic freedom.

Portfolio Managers


Important Information

I am entering Scout Investments' Institutional website. By clicking "I agree," I agree that I have read the terms detailed below and confirm that I am an Institutional Investor and that I wish to proceed. Information contained in the Scout Investments’ institutional website is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. The information does not constitute investment advice, nor should it be considered a solicitation or offering to persons or entities residing outside the United States. The information is directed at informing one or more of the following types of persons or entities:

  • A government, local authority or public authority
  • A bank, investment company or insurance company
  • A pension fund, charity, foundation or endowment
  • An individual who is a "qualified client" under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve or are reasonably expect to involve them, as principal or as agent, in acquiring, holding, managing or disposing of investments for the purpose of a business carried on by them
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Persons or entities who do not fall into one of the above categories should not review the information contained in this site.



I agreeCancel

You are about to leave institutional.scoutinv.com

Cancel Continue